Sterling Manor Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sterling Manor Financial’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.6M	Sell	55,335 -12,930	-19%	-$2.56M	6.64%	5
2025 Q4	$13.1M	Sell	68,265 -250	-0.4%	-$47.5K	8.16%	3
2025 Q3	$13M	Buy	68,515 +426	+0.6%	+$79.4K	8.2%	3
2025 Q2	$12.4M	Buy	68,089 +2,190	+3%	+$378K	8.25%	3
2025 Q1	$11.4M	Sell	65,899 -2,706	-4%	-$481K	8.15%	4
2024 Q4	$12M	Buy	68,605 +1,376	+2%	+$249K	8.38%	5
2024 Q3	$12M	Buy	+67,229	New	+$11.5M	8.16%	5

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Sterling Manor Financial's RSP Position: Q1 2026 in Review

Sterling Manor Financial reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 19% in Q1 2026, selling an estimated $2.56M and leaving 55,335 shares worth $10.6M. The position accounts for 6.64% of the portfolio, ranked #5.

Sterling Manor Financial first reported a position in RSP in Q3 2024 and has held it in 7 quarters since. The position peaked at $13.1M in Q4 2025. 2,220 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Sterling Manor Financial held 55,335 shares of Invesco S&P 500 Equal Weight ETF worth $10.6M as of Q1 2026.
Sterling Manor Financial sold 12,930 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $2.56M.
Invesco S&P 500 Equal Weight ETF made up 6.64% of Sterling Manor Financial's portfolio in Q1 2026, its #5 holding.
Sterling Manor Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 7 quarters since.
Sterling Manor Financial's Invesco S&P 500 Equal Weight ETF position peaked at $13.1M in Q4 2025.
2,220 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Sterling Manor Financial's 13F filing for Q1 2026, filed 13 Apr 2026.